IRA Rules Quiz: EDU #2511
March 12, 2025
Chris’s Summary: Jim’s back from his conference and Jake joined the show again this week as we tackled the latest Ed Slott quiz. Unlike last time, Jim didn’t give us the book to reference—so Jake and I were going in cold. Jim also decided to test ChatGPT by giving it the entire quiz and the manual. With all that information, the AI was still imperfect. While seeing if we could outscore...
Listen NowSECURE Act Updates: EDU #2446
November 13, 2024
Jim and Chris sit down for another EDU show discussing updates to the SECURE Act that Jim brought back from the recent Ed Slott conference. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E46.mp3 Podcast: Play in new window | Download (Duration: 59:46 — 27.4MB) Subscribe:...
Listen NowSecure Act 2.0 and Section 204 Continued: EDU #2407
February 14, 2024
Jim and Chris sit down to continue their detailed discussion on the Secure Act 2.0, specifically, section 204. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E07.mp3 Podcast: Play in new window | Download (Duration: 1:12:10 — 33.0MB) Subscribe:...
Listen NowSecure Act 2.0 Updates and Clarification Part 5: EDU #2322
May 31, 2023
Jim and Chris sit down to wrap up their discussion on the Secure Act 2.0 updates. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E22.mp3 Podcast: Play in new window | Download (Duration: 1:09:51 — 32.0MB) Subscribe:...
Listen NowSecure Act 2.0 Updates and Clarification Part 4: EDU #2321
May 24, 2023
Jim and Chris finalize their discussion on the Secure Act 2.0 and provide guidance on the various updates/interpretations currently available. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E21.mp3 Podcast: Play in new window | Download (Duration: 1:16:33 — 35.0MB) Subscribe:...
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